Ken Fisher

Ken Fisher Fisher Asset Management

AUM $276B
1-Year Est. Return 24.78%
 

Ken Fisher is the founder and executive chairman of Fisher Investments, a global money management firm overseeing billions of dollars in assets. He gained early recognition for pioneering the use of the price-to-sales ratio in stock analysis and wrote the long-running “Portfolio Strategy” column in Forbes. Over the years, Fisher has authored numerous books on investing and wealth management, many of which have become bestsellers.

This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.5B
AUM Growth
+$5.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
967
New
Increased
Reduced
Closed

Top Sells

1 +$213M
2 +$119M
3 +$86.4M
4
SAN icon
Banco Santander
SAN
+$80.2M
5
NVS icon
Novartis
NVS
+$60.5M

Sector Composition

1 Technology 18.57%
2 Financials 12.78%
3 Healthcare 11.18%
4 Consumer Discretionary 8.38%
5 Energy 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$30.8M 0.03%
423,876
-268,584
227
$30.1M 0.03%
163,593
+4,128
228
$30.1M 0.03%
195,193
+38,428
229
$30M 0.03%
1,031,521
-4,557
230
$29.6M 0.03%
1,383,155
-79,061
231
$29.4M 0.03%
758,016
-32,332
232
$29.1M 0.03%
1,747,294
+22,533
233
$29.1M 0.03%
252,381
-13,743
234
$28.7M 0.03%
186,436
-3,669
235
$28.4M 0.03%
595,517
-19,661
236
$28.4M 0.03%
1,158,121
+1,208
237
$28.3M 0.03%
235,306
-36,273
238
$28.1M 0.03%
119,970
-15,901
239
$27.8M 0.03%
686,582
-4,136
240
$26.5M 0.03%
1,330,523
+30,018
241
$26.3M 0.03%
12,157,636
-413,794
242
$26.2M 0.03%
8,489,031
-133,332
243
$26.1M 0.03%
198,673
-30,072
244
$25.8M 0.03%
6,080,846
+185
245
$25.5M 0.03%
402,807
-83,531
246
$25.1M 0.03%
3,590,248
-166,075
247
$24.8M 0.03%
266,249
+56,452
248
$23.7M 0.03%
306,909
+57,633
249
$23.5M 0.03%
518,435
-57,882
250
$23.4M 0.03%
1,212,072
+112,790